ОТНОСТНО ТОЗИ ЕПИЗОД
RenMac breaks down the breakout in long-end Treasury yields, why tighter monetary policy rather than fiscal concerns may be driving the move, and how higher real rates are beginning to bite. The team also discusses widening CCC spreads and signs of stress at the lowest end of credit, why the Fed’s former doves are turning more hawkish with additional hikes ahead, the growing disconnect between resilient economic data and weakening market internals, and why 39 relative-strength highs versus 350 lows in the Russell 1000 may be signaling what comes next.
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на RenMac.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
Former CEA Chair and Federal Reserve Board of Governors member Steve Miran joins the RenMac Off-Script team to discuss why he sees potential growth running closer to 3% than 2% — on tax incentives, deregulation, and AI — and why a data-dependent Fed is "momentum trading" monetary policy r…
RenMac is joined this week by Kevin Muir, author of The Macro Tourist and co-host of The Market Huddle podcast to discuss why the Fed has run out of room to move before the midterms and what that means for bonds, gold, and the AI trade. The team explores why rising yields are a rational response to…
RenMac breaks down Treasury's move to double its long-end liquidity support ops to $4 billion, its turn from plumbing to arguing yields don't reflect fundamentals and how bill-funding those buys lands them on the Fed's sheet. The team also discusses why a 53-year high in capex intentions is credit-…
RenMac breaks down a July inflation picture that isn't cooperating — softer CPI, firmer PPI, and core PCE annualizing near 2.5% — and why the bond market is underpricing the risk of a September hike. The team also discusses slowing consumer spending after a weak retail sales print, a tape where th…
Former U.S. National Security official Michael Allen rejoins the RenMac Off-Script team to discuss the prolonged standoff in the Strait of Hormuz, why oil prices have remained surprisingly contained, and how the conflict is testing U.S. military capacity and strategic credibility. The team explores…
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